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Home > Institutional Investor > Portside Wealth Group, Llc > Profile

Instuitional Investor - Portside Wealth Group, Llc

Fund Profile
Filing Period:
Fund Name: Portside Wealth Group, Llc
Portfolio Value $578,255,328
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 119,144 $22,200,103 3.83%
2.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 406,399 $20,620,728 3.56%
3.
Microsoft Corp
 MSFT 41,935 $18,044,573 3.12%
4.
Apple Inc.
 AAPL 61,487 $14,326,499 2.47%
5.
Spdr Series Trust
 120,886 $10,026,285 1.73%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)